TWA
Tillar-Wenstrup Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-47,274
| Closed | -$4.56M | – | 37 |
|
2021
Q2 | $4.56M | Buy |
47,274
+197
| +0.4% | +$19K | 2.08% | 19 |
|
2021
Q1 | $4.47M | Buy |
+47,077
| New | +$4.47M | 2.18% | 19 |
|
2020
Q1 | – | Sell |
-57,162
| Closed | -$5.61M | – | 31 |
|
2019
Q4 | $5.61M | Buy |
57,162
+2,177
| +4% | +$214K | 3.13% | 9 |
|
2019
Q3 | $5.18M | Buy |
+54,985
| New | +$5.18M | 3% | 11 |
|